+977.1%
BE vs FLUT
-6.6%
+983.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.5% |
| 7D | +23.9% | -2.6% | +26.5% | +24.7% |
| 30D | +27.8% | +5.4% | +22.5% | +25.6% |
| 3M | +3.7% | -10.8% | +14.5% | +4.3% |
| 6M | +78.0% | -9.2% | +87.2% | +75.7% |
| YTD | +209.9% | -53.8% | +263.7% | +274.9% |
| 1Y | +389.6% | -66.0% | +455.6% | +551.7% |
| 3Y | +1,730.6% | -44.7% | +1,775.3% | +1,962.9% |
| 5Y | +1,227.8% | -50.6% | +1,278.4% | +1,338.4% |
| All | +977.1% | -6.6% | +983.7% | +872.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FLUT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling